Manage SyncUp invites in ClickUp

SyncUp meetings in ClickUp help teams stay aligned, and managing who is invited ensures the right people get updates about each session. This guide explains how to invite people, control notifications, and update participation for any SyncUp.

What is a SyncUp in ClickUp?

A SyncUp is a recurring or one-off check-in meeting you can create on a task to keep work on track. Within ClickUp, a SyncUp can have its own:

• Title and schedule
• Description and agenda
• Assignee and participants
• Comments and recordings

Inviting the right people ensures they see updates on the task and receive notifications about the scheduled SyncUp.

Who you can invite to a SyncUp in ClickUp

You can invite anyone who has access to the task where the SyncUp is created. Depending on task sharing, this can include:

• Members and admins in your Workspace
• Guests who have access to the specific task
• People or teams you share the task with later

Participation is controlled per SyncUp. You decide which of these people will be invited to a particular session.

Open a SyncUp in ClickUp

Before you add or change invites, open the SyncUp on its task in ClickUp.

1. Open the task that contains your SyncUp.
2. On the right side of the task, locate the SyncUp section.
3. Click the SyncUp you want to manage to open its details.

Once open, you can adjust title, description, schedule, and invitations.

Add or edit invitees in a ClickUp SyncUp

You can invite people while creating a new SyncUp or afterward by editing an existing one. The steps are similar in both cases.

Invite people when creating a SyncUp in ClickUp

1. On a task, click to create a new SyncUp.
2. Set the SyncUp details, such as name, date, time, and recurrence.
3. Locate the invite field, where you can search for people or teams.
4. Type to search for Workspace Members, guests, or teams who already have access to the task.
5. Select each person or team you want to invite.
6. Save or schedule the SyncUp to confirm your invitations.

Everyone you add here becomes an invitee for that particular SyncUp on the task.

Edit invites on an existing SyncUp in ClickUp

1. Open the relevant task and select the SyncUp you want to modify.
2. Click the SyncUp edit options, such as an Edit or settings icon.
3. In the participant or invite section, add new people by searching and selecting them.
4. Remove people you no longer want to invite by deselecting them or clicking a remove icon next to their names.
5. Save your changes.

After saving, the updated list of invitees will be reflected in the SyncUp details and its notifications.

Understand permission and access rules in ClickUp

Invites for a SyncUp depend on the task’s sharing and permission structure in ClickUp.

• You can only invite people or teams who already have access to the task.
• To include someone new, you may need to share the task or its parent location with them first.
• Guests can be invited if they are allowed to see the task and have suitable permissions.

If a person loses access to the task later, they will also lose access to the SyncUp on that task.

Control notifications for SyncUps in ClickUp

Invited participants can receive notifications about upcoming SyncUps and changes. How these appear depends on their notification settings in ClickUp.

Types of notifications for SyncUps in ClickUp

• In-app notifications when a SyncUp is created or updated
• Reminders for upcoming SyncUp start times
• Notifications about changes to date, time, assignee, or status

Each user can customize their own notification preferences to control how they are alerted.

Adjust personal notification settings

To change how you receive SyncUp notifications in ClickUp:

1. Open your user settings in the Workspace.
2. Go to the notifications section.
3. Review the available notification types, such as in-app, email, or mobile.
4. Enable or disable options depending on how you want to be notified about tasks and SyncUps.

These settings apply to all tasks and SyncUps you are invited to, not just a single meeting.

Update descriptions and notes for SyncUps in ClickUp

Descriptions help invitees understand the purpose of each SyncUp. Editing them keeps everyone on the same page.

1. Open the task and select the appropriate SyncUp.
2. Click into the description or agenda field.
3. Add or update talking points, links, and action items.
4. Save your changes so all invitees see the latest information.

Clear descriptions reduce confusion and help invited users prepare for the meeting.

Best practices for managing SyncUp invites in ClickUp

To keep collaboration smooth, consider these best practices when inviting people:

• Invite only relevant people. Include the assignee, stakeholders, and anyone who needs to make decisions or provide updates.
• Keep the invite list updated. Remove people when they no longer need to attend to reduce noise.
• Use teams where possible. Inviting a team in ClickUp helps keep participants accurate as team membership changes.
• Clarify expectations. Use the SyncUp description to summarize the goal and required preparation.

These habits help participants manage their time and stay engaged.

Access the original ClickUp SyncUp documentation

For complete, up-to-date reference details, see the official documentation about inviting people to a SyncUp in ClickUp on the help center: Invite people to a SyncUp.

Get more help setting up ClickUp workflows

If you want expert help building workflows around SyncUps and other features in ClickUp, consider working with a specialist consultancy. You can find implementation and optimization support at Consultevo, which focuses on improving productivity processes.

By understanding how invites, permissions, notifications, and descriptions work, you can run efficient SyncUps in ClickUp that keep your team informed and aligned.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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